Artificial Intelligence · 1 min read
Bot Actions: Add Contact Info
The Add Contact Info action lets a Conversation AI agent collect details during a chat and save them to the contact record automatically.
It only fills fields that are empty. If a contact already has an email or phone number, the agent won't overwrite it.
Set it up
- Go to AI Agents > Conversation AI and open the agent.
- Open Bot Goals and add the Add Contact Info action.
- Choose the fields to collect, such as first name, last name, email, and phone.
- Save.
Ask for details in the prompt
Tell the agent when and how to ask. For example:
- "Ask for the contact's first name before you answer their question."
- "Before booking, ask for their email and phone number, one at a time."
- "If they don't want to share a detail, continue without it."
Asking for one detail at a time feels more natural and gets better answers.
Check the results
Open the contact record after a test chat to make sure the details were saved to the right fields.